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Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?

To: Fred B. who wrote (15303)	5/6/1999 2:48:00 PM
From: Mary Baker	Read Replies (1) \| Respond to of 41369

Oh Fred...reading your post makes me feel like... I am wearing my flannel pajamas, fuzzy slippers, drinking hot chocolate, reading my favorite magazine, in front of a roaring fire on a cold winters day. I feel all warm and toasty inside... Course here in Hawaii one can only dream of a scenario like that... but I do agree with you and am holding LONG on my AOL shares... Thanks for the reality check... Aloha, Mary

To: Fred B. who wrote (15303)	5/6/1999 3:01:00 PM
From: Islander99	Respond to of 41369

Fred, Appropriate thoughts and well-expressed. It's mysterious to see the ATHM vs. AOL sentiment in the markets and on these boards, because ATHM is a pipeline, and AOL is a community. Sure, AOL is also an ISP for many people, but what keeps subscribers coming back is the fact that everyone you know -- people in your family, your friends, your co-workers -- are AOL members and it's the easiest way to communicate with them. I have an @Home connection to my house and I love it. The Web almost seems bearable now! And I have been an AOL member for years and use it multiple times a day to communicate with my siblings, my children, my partner. Both these companies will win. Islander

To: Fred B. who wrote (15303)	5/6/1999 3:04:00 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 41369

>Meanwhile, on the flunctuations of the stock price , take this from someone who has made a fortune on AOL : Relax, put AOL stock away and don't even worry about it for a couple of years. You will be happy you did so. << Fred, While you have made some very good points in your post, this last statement bears serious scrutiny. AOL may indeed come out on top at the end of the day, but I can assure you that ATT's Armstrong is very focused on occupying the same space. The market is reflecting the concern that the battle has been enjoined and the outcome is very much in question. As far as "putting the stock away and don't worry about it for a couple of years".....Listen, there are plenty of companies that were the initial leaders in their space, only to be overtaken by a more innovative competitor and their stocks plummeted and have never recovered. Being first doesn't necessarily mean you end up on top. National Semi and Intel come to mind. The point is, as an investor you should always be wary of the competitive landscape and it's implications for your investment. bp